WHERE CAN I FIND ANSWERS TO SPECIFIC CLIENT QUESTIONS?

Blackfinch takes a transparent approach. Our materials cover detail including on investment strategy, underlying investee companies, and service features, benefits, risk and fees, for you to reference and share with your client.

The case studies section of the site could prove useful to you too. You are also welcome to contact us to talk through any question that your client may have. We’re always here to help.

HOW CAN I KEEP UP TO DATE WITH NEW PRODUCT LAUNCHES?

Always on hand to help our customers.

Please check our website regularly. You can also register for email updates on the home page of the site, or complete and send the online enquiry form on the contact us page.

HOW CAN I LEARN MORE ABOUT YOUR PRODUCTS?

We offer a wide range of resources for advisers and our team is always on hand to provide help to all of our customers.

Please call us on 01452 717 070 for more information on how we can support you in helping your clients.

HOW ARE ADVISER FEES PAID?

This depends on what product a client is invested in, see summary below:

IHT & AIM SERVICES

Upfront or ongoing fees are agreed with your client and facilitated by Blackfinch. Upfront fees are deducted from the amount invested at the outset. Ongoing advice fees are deducted from the portfolio every three months and then paid to the adviser. Ongoing advice fees are based on the value of the portfolio at the time.

EIS SERVICES

Upfront or ongoing fees are agreed with your client and facilitated by Blackfinch. Upfront fees are deducted from the amount invested at the outset. Ongoing advice fees are also deducted from the amount invested at the outset and are held in a client account until they become payable, they are then paid every three months to the adviser. For some EIS services ongoing adviser fees can be paid for a maximum of four years only.

CORPORATE MANAGEMENT SERVICES

Upfront or ongoing fees are agreed with your client and facilitated by Blackfinch. Upfront fees are deducted from the amount invested. Ongoing advice fees are deducted from the portfolio every three months and then paid to the adviser.

MPS SERVICES

Upfront and ongoing fees are not facilitated by Blackfinch, these should be arranged directly with the platform that the adviser chooses to use. The Blackfinch MPS is currently available on Aegon, Ascentric, Aviva, Hubwise, Novia, Standard Life and Transact.

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